See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,904 | $60,124-8.7% | $90,404-39.3% | $79,858-31.2% |
| Participation rate | 36.6% | 65.0%-28.4pp | 72.7%-36.1pp | 69.6%-33.0pp |
| Annual return | 13.40% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,162 | $2,068-43.8% | $3,262-64.4% | $2,471-53.0% |
| Participant deferral / active EE | $3,134 | $2,938+6.7% | $3,963-20.9% | $3,740-16.2% |
| Admin fee / account holder | $3,107 | $3,976-21.9% | $5,611-44.6% | $5,306-41.4% |